Strategic ManagementOur wealth management and portfolio analysis uses the strength of our in-house management and, where appropriate, combines this with third-party managers who are individually selected for their particular expertise, style, and performance.
Our Custom Portfolios are Designed to:
- Create true diversification by completely customizing your investment allocation to your investor profile
- Grant access to a wide variety of asset classes and products not always available to retail investors
- Provide trading flexibility and responsiveness to the markets
Generate sustainable cash flow by:
- Using an established cash flow strategy that tempers the impact of volatile markets
- Ensuring you have adequate after tax cash flow to meet your financial goals
- Adapting our focus to your specific needs and stage of life
Completely Customizable Portfolios
See the categories below for an idea of how diversified a portfolio at ClearWater Private Investments Inc. can be. Please give us a call to discuss which categories may be suitable for you.
Still Have Questions?
Contact one of our advisors and set up a meeting today to find clarity to all your questions.